Client Success Partner — Financial Planning Sydney

Client Success Partner — Financial Planning Sydney

11 Oct
|
Findex
|
Sydney

11 Oct

Findex

Sydney

Findex is seeking a client services qualified to support financial planning activities in a hybrid Sydney role. You will help onboard client accounts, prepare advice documents, and keep client data accurate, while coordinating with advisers and back-office teams to deliver timely outcomes.

You will work closely with investment platforms, manage transfers and contributions, and ensure high-quality service for clients and stakeholders in a cooperative setting.
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📌 Client Success Partner — Financial Planning Sydney
🏢 Findex
📍 Sydney

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